Information only. Not advice, not a marketplace.
55 clients · 7 months · INP000009773
As of Aug_2026
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000009773 |
| Date of Registration | 2026-01-12 |
| Registered since | 8 mo |
| Principal Officer | Mr.Aditya Agarwala |
| Principal Officer Email | aditya@investvalue.ai |
| Contact Number | 00-91-9833575667 |
| Compliance Officer | Mr.Shubham Omprakash Gagrani |
| Compliance Email | aditya@investvalue.ai |
| Address | 303 Gokul Arcade Sahar Rd, A Wing,Vile Parle East,MUMBAI,Mumbai,MAHARASHTRA,INDIA,400057 |
| Age | 7 months |
Clients
AUM (cr)
Strategies
Open a strategy, then add up to four to Compare.
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Showing 1 of 1 strategies
Age: 7 months · Sparse · 7 mo
Sparse track recordNeeds 12 months
CAGR
-2.14
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
66.67
Win Ratio
+65Metrics
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
INVESTVALUE CAPITAL Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has INVESTVALUE CAPITAL Private Limited performed?
- INVESTVALUE CAPITAL Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Aug_2026). Learn more
- Where do INVESTVALUE CAPITAL Private Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many INVESTVALUE CAPITAL Private Limited strategies are listed?
- 1 strategy is currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I re-underwrite a held or pitched INVESTVALUE CAPITAL Private Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor pack. Know Your PMS is research-only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more